Sum values in an excel spreadsheet based on neighboring cell's name?

Question

I have a spreadsheet that has 3 columns, example:
ID / Value / Category
McDonald's / -4.56 / Dining
Meijer / -65 / Grocery

I have several different categories that I'd like to sum. Is there any easy way to sum a set of values based on the name of the Category cell next to it?

I don't want to filter and manually sum a range of cells because this spreadsheet gets values added to it monthly so I need an easy way to keep a running total.

Thanks!

Answer 1

It sounds like you want to know how much you spend on "dining", "grocery", etc..

You will have to add a column for each category you want to track. In your example you are tracking "dining" and "grocery" so you can add 2 columns (I'll use D and E). I will also assume you use cols. A, B, C starting in row 2 for the above entries.



Put the following in col. D: =if(C2="Dining",B2,"")

Put the following in col. E: =if(c2="grocery",b2,"")



You can title col D - Dining and col E - grocery.

If you have other categories you can add cols and titles as required.



You can keep a sum of activity by using the formula =sum(use each column here)

Answer 2

2

Answer 3

Assume that the cell you wish to conditionally format is A1, and format A1 only if A1 is not blank and between 5 and 10. Use this formula as your 'Formula Is' (Excel 2003) or New Rule > Use a formula to determine which cells to format' (Excel 2007/2010) for cell A1 conditional format: =AND(A1<>"",A1>=5,A1<=10)



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Answer 4

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Answer 5

Something like "=SUMIF(´range of cells of category column´,"(type of category i.e)Dining",´range of cells with value´)



The ´type of category´ in the expression needs "quotation marks" I think...



Don´t have excel to check that this is spot-on but should be simple.

Good luck...